skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi Peter, Ryan, and Team

In your answers to other members, I’ve observed that National Bank isn’t one of your recommendation, and I’m wondering why.

Their 5 year CAGR is 9.4%. For the 3, 5, and 10 year periods, the beat their peers (BMO, CM, RY, BNS, and TD) by 6%, 6%, and 3% respectively.

Watching the negative news involving GSY, I’m considering switching it to NA. Since we’ve held GSY for some time, we’re still up quite substantially.

In our combined accounts, we also own TD, which we’ll keep.

I’d appreciate your thoughts on this proposed switch. Thanks in advance for your insight.

Read Answer Asked by Jerry on April 04, 2023
Q: Retired, dividend-income investor. My wife and I are 68 years old. I receive a company pension, along with CPP, OAS and income from an Insured Annuity.

It has been quite a while (years) since I asked about your suggested asset allocation for the equity portion of a typical conservative retired investor. Could you please provide me with your suggested allocations to the 11 TSX sectors that you think is appropriate in our circumstances. I will then adjust as I see fit, if necessary.

I understand that your answer is without the benefit of more knowledge specific to us.

Thanks....much appreciated...Steve
Read Answer Asked by Stephen on April 04, 2023
Q: What is your take on the OPEC+ output cut over the weekend...will this immediate positive reaction in company stock prices be sustainable...or better to fade this rally? If the cut is a new path higher for oil stocks, which do you prefer (Cdn or US)
Read Answer Asked by Doug on April 03, 2023
Q: Early in the winter I bought some Keyera, but only got about half of what I had bid for. The price started to climb, so I just let the remainder of the bid expire. The price is now back down near my initial purchase, and I am debating whether to purchase the other half (I hold a 1% position, this would make it 2%). Could you comment on:
1) current guidance from management
2) debt levels, and how this compares to others in the industry
3) dividend payout percentage
4) do you consider it a "buy", and if so, buy now or wait a bit

Thank-you, Grant
Read Answer Asked by grant on April 03, 2023
Q: which were the primary company contributors and by how much to the three or four - your choice - leading index performances noted in your report?
Read Answer Asked by Mike on April 03, 2023
Q: Could you please explain some of the terms that you use. I’m thinking of: you want to see a stock “gain support” at a certain level; you want to see a stick “settle in”; and other such terms. Thanks
Read Answer Asked by Alan on April 03, 2023
Q: Can you name a few securities that you would recommend in an effort to capitalize on the potential bond market opportunity as outlined in your March 16th market report?

Please rank and provide a brief explanation for the ranking.

Read Answer Asked by Simon on April 03, 2023
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!